Timesheets
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Policies
Add a Special Leave Type
You are able to have an infinite number of special leave types available for your team, and it is super easy to add new types and set customized policies for each type you choose to make available for your team. Go to the “Settings” Open the “Time” settings Expand the Policies section (hSome readersHow can I edit holidays?
You are able to have several customized policies for public holidays for your team. Customizing the public holidays for your team is super simple. Follow the steps below to learn how to edit the holidays in your holiday policy. Open the "Settings" from the menu on the top right corner of the screen Select the "Time" tab to open the Time settings (https://storage.crisp.chat/users/helpdesk/websSome readersDRAFT- Special Leave Policy Rules
In the platform, you have the flexibility to set a completely flexible special leave policy for your team. Once you have added the different special leave types that you would like your team to be able to request, you are ready for the next step: Setting the rules for the policy for each special leave type. Set the Special leave type From theSome readersHow can I edit a special leave policy?
Go to “Settings” Open the “Time” settings Expand the “Policies” section Select “Special Leave” (https://storage.crisp.chat/users/helpdesk/website/93d6114c93c1a800/untitled-315nySome readersCreate a Special Leave Policy
To create a special leave policy, first open the “Settings” In the settings open the “Time” tab Expand the Policies section Select “Special leave” (https://storage.crisp.chat/users/helpdesk/wSome readersHow can I create a new work schedule?
Go to the "Settings" Select the "Time" section 3. From the menu on the left, click on "Work Schedules" 4. Click on the plus sign on the top right cFew readers
Shift Management
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Time Tracking Methods
How can I activate mobile app time tracking?
Activate Time Tracking using the Mobile App Check In Feature In Settings, go to the “Time” section From the menu on the left select the “Time Tracking” optionSome readersHow can I allow employees to check in from any location?
In the new remote world, we don’t always work from the same place each day. The our geofencing feature allows you to ensure that your team is always checking in from the place they are supposed to be in. But what if your team works from multiple locations? Or if you have a fully remote team? Read below to learn how to allow your team maximum flexibility while also ensuring that everyone is able to report their attendance regardless of their location. Assign Users to Multiple LocationsSome readersWhat time tracking methods can I use for my team?
In palm.HR we are all about empowering your team. The platform contains three options that allow you and your team to track and self report attendance. Mobile App Check in Using their smartphones, this option allows your team members to clock in and out at the tap of a button on their mobile phone at the start and end of their work day. If you use the Mobile App Check In feature, you can also turn on Geofencing. This enables you and your team members to not only report when you started aSome readersHow can I activate Geofencing?
The App Check in feature allows your team the flexibility to self report their attendance on a daily basis. You can ensure that your team members are using this perk, while also ensuring that everyone is checking in and out from their assigned location by activating the Geofencing feature. How to set up the geofencing feature Go to “Settings” In the settings, select “Companies”Few readers
Settings
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